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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,452 | $89,367-71.5% | $141,191-82.0% | $72,975-65.1% |
| Participation rate | 14.1% | 75.1%-61.0pp | 82.5%-68.3pp | 69.5%-55.4pp |
| Annual return | 37.48% | 111.87%-74.4pp | 71.41%-33.9pp | 81.01%-43.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $842 | $5,419-84.5% | $6,710-87.5% | $3,608-76.7% |
| Admin fee / account holder | $10 | $5,957-99.8% | $10,264-99.9% | $5,124-99.8% |